Expertise

James advises on all aspects of pensions law advice for a range of trustee and employer clients.

James advises both trustees and employers of defined benefit and defined contribution schemes on a range of issues including closure to future accrual, automatic enrolment, benefit redesign, scheme mergers, as well as liability management and restructuring of pension arrangements (buy-ins, buy-outs and bulk transfers to master trusts). James also has experience in drafting all forms of scheme documentation.

Recent Experience

• Advising the trustees on the bulk transfer of defined contribution benefits without consent to a master trust, including the preparation of documentation necessary to effect the transfer.
• Advising the pension scheme trustees of a defined benefit arrangement for a UK PLC on the closure of the scheme to future accrual.
• Advising a trustee client on a de-risking project, the aim of which was to secure all scheme liabilities through a buy-out with an insurance company.
• Advising a client in the UK pharmaceutical sector on reviewing and preparing a legal audit on a proposed pension offering for its UK employees.
• Acting for the trustees in relation to the winding up of small schemes with deferred and pensioner liabilities remaining.
• Advising a multinational waste management contractor in the company’s successful tender for waste contracts covering North West England. Reviewing and reporting on the pensions provisions in the draft contracts and assisting the company in the subsequent bulk transfer of pension liabilities to the applicable Local Government Pension Scheme Fund.
• Advising the trustees of a pension scheme for an international printer manufacturer. Day to day support to the trustees including drafting scheme documentation, advising on member cases and providing advice on the move to a sole corporate trustee model.
• Advising a range of limited and public limited companies on sales and acquisitions and the pension aspects involved. Drafting due diligence reports, requests for information, pensions warranties and indemnities.

Career History

James is a solicitor with experience in providing pensions legal advice for trustee and employer clients.

James qualified as a solicitor in 2015 and joined the team in 2022 having previously trained and gained post qualification experience at international firms. James initially studied English Literature at the University of Sheffield before completing his postgraduate legal studies at The College of Law (now the University of Law). James is a member of the Association of Pension Lawyers.

Publications

James has contributed to a variety of bulletins and insights at previous firms. He is a contributor to the team’s Pensions Compass publication.

Additional Information

James volunteers for The Pensions Ombudsman as an adviser in their Early Resolution Team. James deals with a range of cases with the aim of resolving each informally before the need for any formal adjudication process.